MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$499K
3
+$428K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$294K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$238K

Top Sells

1
+$1.11M
2
+$932K
3
+$544K
4
KRP icon
Kimbell Royalty Partners
KRP
+$421K
5
ABBV icon
AbbVie
ABBV
+$420K

Sector Composition

1 Energy 27.02%
2 Technology 9.94%
3 Financials 8.13%
4 Healthcare 6.54%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$566K 0.39%
2,502
-90
52
$564K 0.39%
11,125
+411
53
$559K 0.39%
44,658
54
$557K 0.39%
3,331
+302
55
$551K 0.38%
1,879
-100
56
$550K 0.38%
3,962
-310
57
$546K 0.38%
2,822
58
$536K 0.37%
3,699
-288
59
$515K 0.36%
248
-3
60
$515K 0.36%
3,317
-13
61
$508K 0.35%
+1,875
62
$502K 0.35%
20,370
63
$499K 0.35%
+23,250
64
$498K 0.35%
5,832
+250
65
$497K 0.35%
4,821
+396
66
$496K 0.35%
2,352
-160
67
$495K 0.35%
6,997
68
$487K 0.34%
5,617
+191
69
$480K 0.33%
5,185
70
$478K 0.33%
4,385
-100
71
$473K 0.33%
5,342
-82
72
$439K 0.31%
89,866
73
$431K 0.3%
2,441
74
$429K 0.3%
3,425
-53
75
$423K 0.3%
16,016
-629
1 2
3
4 5